Peloton Wealth Strategists Portfolio Holdings

Peloton Wealth Strategists

  • $245 Million
  • Q3 2025

Peloton Wealth Strategists has filed its 13F form on November 17, 2025 for Q3 2025 where it was disclosed a total value porftolio of $245 Million distributed in 93 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10.3M, Ishares Tr Ibonds Dec 2028 Ter with a value of $9.31M, Amazon Com Inc with a value of $8.77M, Mastercard Inc with a value of $8.55M, and Microsoft Corp with a value of $8.32M.

Examining the 13F form we can see an increase of $3.14M in the current position value, from $242M to 245M.

Peloton Wealth Strategists is based out at Indianapolis, IN

Below you can find more details about Peloton Wealth Strategists portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
ETFs: $53.7 Million
Technology: $36.5 Million
Financial Services: $35 Million
Healthcare: $35 Million
Consumer Cyclical: $24.4 Million
Industrials: $21.9 Million
Consumer Defensive: $11.5 Million
Communication Services: $10.8 Million
Other: $5.68 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 93
  • Current Value $245 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 17, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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